Filed June 11, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,028 | $91,552+119.6% | $133,956+50.1% | $79,858+151.7% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.6%+28.6pp |
| Annual return | 22.41% | 61.85%-39.4pp | 45.09%-22.7pp | 31.71%-9.3pp |
| Employer contribution / active EE | $2,022 | $2,384-15.2% | $3,919-48.4% | $2,471-18.2% |
| Participant deferral / active EE | $7,144 | $3,733+91.3% | $5,048+41.5% | $3,740+91.0% |
| Admin fee / account holder | $3,523 | $6,321-44.3% | $8,927-60.5% | $5,306-33.6% |